by admin | Jun 30, 2017 | ACT! Kool Tips
If you missed our webinar last month showcasing our favorite Act! apps, then you really should glance at this etip. There’s a tool that has saved our customers countless hours and a lot of money. It’s call Oak!Merge . Why should you care about it? Because...
by admin | Apr 18, 2017 | ACT! Kool Tips
Act! Injects New Life into CRM for OccuVAX OccuVAX had been utilizing Act! for several years, and then decided to make the switch to SalesForce in order to “amp up” our ability to manage our job flow, marketing, tracking and reporting capabilities. After 10 months, it...
by admin | Mar 9, 2017 | ACT! Kool Tips
You really can have it all! Whether you need a desktop software or a web-based solution, Act! provides you with a full range of products to best serve your company. How do you choose which option? We’re here to help! As Act! Certified Consultants, we will help you...
by admin | Jan 26, 2017 | ACT! Kool Tips
Have you ever thought, “Why do I do what I do?” As the new year is underway, I’ve been reading a book by Simon Sinek titled Start with Why. It’s opening my eyes both professionally and personally so I want to share it with you and give you a quick understanding of why...
by admin | Jan 6, 2017 | ACT! Kool Tips
Do you know February 20th is President’s Day or that Memorial Day is May 29th this year? Don’t schedule meetings when “the office is closed” or when you’re planning that company retreat. Add holidays and events to your Act! database so...
by admin | Nov 17, 2016 | ACT! Kool Tips
Would you like to send holiday cards to your customers but find it too time consuming to develop a list? Let Act! make it easier for you with the Groups feature. The easiest method is to create a dynamic, “always changing”, Holiday Card group. One way to create this...
